Insurance Upskill | Masterclasses
Alongside our specialist English, Spanish and Portuguese language academies for insurance professionals, Insurance Upskill offers a complementary suite of masterclasses in communication, behavioural psychology, critical thinking and workplace effectiveness.
Designed for insurance and financial services professionals, these practical sessions help participants communicate with clarity, strengthen client relationships, exercise sound judgement and apply new techniques immediately at work.
Each masterclass is available as a 1-, 2- or 3-hour session, online or face to face. Choose one session or combine several to create a tailored programme.
Discover how small psychological insights can make a significant difference to your ability to influence decisions, gain agreement and communicate more persuasively.
Explore five practical communication habits that strengthen relationships, reduce misunderstandings and improve professional effectiveness.
Transform information-heavy slides into engaging presentations that capture attention, communicate value and inspire action.
Learn how better questions uncover client needs, challenge assumptions, clarify expectations and create more meaningful conversations.
Discover how to structure written communications that engage readers, strengthen arguments and encourage positive responses.
Explore psychological principles that influence decisions and learn how to apply them ethically in commercial relationships.
Use storytelling to make complex information memorable, connect with audiences and communicate with greater impact.
Explore the differences between information, evidence and proof, and why confusing them can lead to flawed judgements.
Discover how to retain independent judgement, challenge automated outputs and avoid excessive reliance on AI.
Adapt your thinking, challenge assumptions and respond effectively to changing circumstances and unfamiliar problems.
Learn why knowing what to ignore is as important as knowing what to focus on in an information-rich workplace.
Use the founder-developed INSURE model to question assumptions, evaluate evidence and make sound insurance decisions.
Explore how pressure for agreement undermines team decisions and how to encourage constructive challenge.
Consider where automation adds value and where human judgement, accountability and oversight remain essential.
Challenge ideas and express alternative perspectives constructively without damaging relationships.
Recognise how cognitive biases affect customer choices and support informed decisions and fair outcomes.
Understand why customers do not always decide rationally and how to communicate products, options and advice more effectively.
Go beyond asking whether clients understand: use the founder-developed SURE model to identify misunderstandings.
Interpret complex policy wording and explain coverage, exclusions and conditions in accessible language.
Explore what neuroscience teaches us about trust, connection and lasting professional relationships.
Use curiosity to open conversations, challenge assumptions and uncover useful information.
Develop listening techniques that demonstrate understanding, build rapport and encourage openness.
Preserve empathy and meaningful client relationships as digital technology reshapes insurance interactions.
Recognise unspoken concerns and use thoughtful questions to understand what may be missing from conversations.
Adapt communication to different experiences, expectations and preferences to improve inclusion and understanding.
Acknowledge concerns, manage expectations and maintain confidence during challenging circumstances.
Reduce defensiveness and turn complaints into constructive conversations focused on resolution.
Respond confidently to resistance and difficult questions while preserving productive client relationships.
Make reports clearer, more concise and more useful, with key analysis and recommendations easy to find.
Improve preparation, participation and decision-making to make meetings shorter and more productive.
Replace jargon and unnecessary complexity with clear, confident writing that helps readers act.
